Suggestions for Activity

I have to say that I prefer the style of activity management inside Pipedrive over many other tools I had been using in the past. Also my staff handles tons of reminders so much more organised. And the sweet spot is really around the customized filters based on our needs = Thumbs Up for the Developers therefore.

But there are shortcomings and I would like to pin point three of the most important factors for us:

  • recurring events (for example, weekly, yearly etc. or via variable (x) weeks definition...)
  • attaching a relevant document to that activity
  • distinguishing between  DUE DATE = Deadline & Remind me at Date!!!

Please up-vote for these functions as it will certainly replace most of the task management systems out there and we really hope to drop 3rd party tools and instead manage all our To Dos/Reminders/Regular Tasks inside PD.

THX

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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 24 #2

    Hi @Martin Pfeiffer thanks for sharing. Can you explain the main use cases for these? I think I can kinda guess, but just want to be sure :) 

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited November 2020 #3

    Hi @Martin Pfeiffer thanks for sharing. Can you explain the main use cases for these? I think I can kinda guess, but just want to be sure :) 

    @Mike van der Valk its for any sort of task/project management and it would significantly improve. These tasks are both for deal and non deal related activities. 

  • Martin Pfeiffer
    Martin Pfeiffer Posts: 86
    5 Up Votes
    edited January 2021 #4

    Hi @Martin Pfeiffer thanks for sharing. Can you explain the main use cases for these? I think I can kinda guess, but just want to be sure :) 

    In the meantime we boarded Asana which is a great tool therefore. Also critical for us to run heavy loaded short term projects like 5x days with more 500+ tasks assigned to the team...